4 Retirement Planning
  Overview
 
  Advice and Services
   
 
3 Investments
 
 
 
 
   
2 Estate Planning
  Overview
  How we can help
   
   
1 Protection
  Overview
  How we can help
  Advice and Services
   
 
 
   
MJR Wealth Management is committed to ensuring that your privacy is protected.

This privacy statement includes information as to how we use the data we collect
about you and the procedures that we have in place to safeguard your privacy.

All information sent to MJR Wealth Management via the Contact Form on our
website is processed by a secure server.  By submitting your information you
consent to the use of that information as set out in this statement.

How we can help with the information we collect from you
We collect personal data to enable us to identify you, understand your needs and
provide you with a better service, and in particular for the following reasons:

  1. Internal record keeping and administration purposes.
  2. We may use the information to improve our Advice and Services.
  3. We may occasionally use your information to contact you for marketing
    purposes.  We may contact you by email, phone or mail.

What we won’t do with the information we collect from you
We will not sell or disclose your personal details to any third parties, except:

  • When required to do so by law.
  • In response to a valid legal request by a law enforceable officer or government
    agency.
  • When you have explicitly or implicitly given your consent.

Security
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Access to Personal Data

You may request details of the personal information which we hold about you under
the Data Protection Act 1998.  A small fee will be payable.

How to contact us
All requests for copies of personal information should be addressed to : MJR Wealth Management, Granville Hall, Granville Road, Leicester LE1 7RU.

If you believe that any information we hold for you is incorrect or incomplete, you
should write to us at the above address.  We will promptly correct any information
found to be incorrect.

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MJR, Mark J Rees and MJR Wealth Management are trading styles of Mark J Rees LLP which is authorised and regulated by the Financial Conduct Authority, No 554459. Click to view the Financial Services Register. Mark J Rees LLP is a Limited Liability Partnership Registered in England & Wales Number OC362074.  A list of members’ names is available at the business address Mark J Rees LLP, Granville Hall, Granville Road, Leicester LE1 7RU. Tel : 0116 2549018,
Email : info@mjrwm.co.uk
VAT Registration No. 114 4308 10